Demo workspace — changes may be reset and should not be used for real customer data.
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Platform workflow

ISNetworld

Portal status is tracked here; Sidecar remains the internal workflow layer.

1 need attention10 documents across 3 customers
10documents
1need attention
1high attention
3customers

Accounts

Customers

+ Assign customer

Prioritized

Documents

Certificate of Insurance

Foothill Energy Cooperative · Insurance · May 4, 2027

Current
Safety Questionnaire

Pine Valley Utilities · Safety · No date

Current
Safety Questionnaire

Foothill Energy Cooperative · Safety · No date

Current
W-9

Pine Valley Utilities · Business · No date

Current
W-9

Foothill Energy Cooperative · Business · No date

Current
W-9

Red Mesa Utilities · Business · No date

Current